GemHarvest Executive Recruiting
Client Services Associate
GemHarvest Executive Recruiting, Baltimore, Maryland, United States, 21276
Executive Search Consultant | Delivering Gems of Talent to RIAs, Single Family & Multi-Family Offices Nationwide
Client Service Associate Overview
Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights
Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients, building and maintaining client relationships Participate in the growth of a dynamic, independent RIA by servicing client needs Strong culture of teamwork, integrity, work life balance and personal and professional development Career track within the firm Competitive compensation package ($65,000 – $90,000 base plus bonuses ranging from $5,000 – $10,000, and excellent benefits) Requirements
Bachelor's Degree 2+ years experience in Client Services within Financial Services Experience with Schwab custodian and Salesforce is a plus Track record of professionalism, adaptability, attention to detail, and time management Seniority level
Associate Employment type
Full-time Job function
Finance, Administrative, and Customer Service Industries
Investment Management and Financial Services Benefits
Medical insurance 401(k)
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Client Service Associate Overview
Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights
Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients, building and maintaining client relationships Participate in the growth of a dynamic, independent RIA by servicing client needs Strong culture of teamwork, integrity, work life balance and personal and professional development Career track within the firm Competitive compensation package ($65,000 – $90,000 base plus bonuses ranging from $5,000 – $10,000, and excellent benefits) Requirements
Bachelor's Degree 2+ years experience in Client Services within Financial Services Experience with Schwab custodian and Salesforce is a plus Track record of professionalism, adaptability, attention to detail, and time management Seniority level
Associate Employment type
Full-time Job function
Finance, Administrative, and Customer Service Industries
Investment Management and Financial Services Benefits
Medical insurance 401(k)
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